Subject


Nvidia


2025-01-23

[News] TikTok Parent ByteDance to Invest USD 12 Billion in AI Chips by 2025, With Expenditure in China Doubling

According to a report from TechNews, citing Financial Times, TikTok’s parent company ByteDance is making substantial investments in AI infrastructure, with plans to spend over USD 12 billion on AI chips by 2025. At the same time, ByteDance is under pressure from the U.S. government to sell its ...

2025-01-22

[News] China Races Ahead in AI: Updates on Huawei’s Advancements and Big Fund’s Semiconductor Moves

Despite tightening U.S. export controls on AI chips, China seems to be making strides in its AI development, fueled by strong government investment and local expansion. A report from Economic Daily News, citing Financial Times, suggests Huawei is aiming to expand its market share by promoting self-d...

2025-01-21

[News] NVIDIA’s SEC Filing Highlights U.S. AI Diffusion Rule’s Impact on B200, GB200 with No Financial Warning

As the Biden administration brought hammer down on AI chip exports by introducing a three-tier system based on countries and companies, NVIDIA has voiced its disagreements on the regulations, calling it a “misguided AI diffusion rule. Notably, in a recent 8K filing with the SEC, the U.S. chipma...

2025-01-20

[News] TSMC Reportedly Building Two More CoWoS Facilities, Debunking Order Cut Rumors

According to a report from Economic Daily News, TSMC plans to build two new CoWoS facilities at the Phase III site of Southern Taiwan Science Park (STSP), with an estimated investment exceeding NTD 200 billion. Construction at the STSP Phase III site is expected to begin as early as March 2025, a...

2025-01-16

[News] SK hynix Reported to Deliver HBM4 Samples to NVIDIA in June, with Mass Production by Q3 2025

According to a report from ZDNet, SK hynix is reportedly planning to ship HBM4 samples to NVIDIA as early as June 2025, with full-scale product supply expected to begin around the end of the third quarter. The report notes that NVIDIA initially planned to equip its next-generation high-performanc...

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